How It Works

From bank file to a tax-ready report

Five steps, one seamless flow: the AI handles the repetitive work while you stay in control of every result.

1

Send your bank file on WhatsApp

KONVVER reads the transactions directly from your bank's CSV file.

2

Automatic grouping

Every transaction is organized by originator and payee.

3

AI suggests categories

Transactions are classified for your form: 1065, 1120, 1120S, or Schedule C.

4

You review and fine-tune

Adjust any classification before you sign off on it.

5

Get your report

Organized information, ready for tax preparation.

Ready to start

Get your time back with KONVVER.

Eliminate repetitive work when processing transactions for tax preparation.

Start via WhatsApp